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Long-Term Outlook. 12 Key Assets for 2020 and Beyond.

Long-Term Outlook. 12 Key Assets for 2020 and Beyond.

🕔17:02, 20.jan 2020

Morningstar Investment Management Insights Welcome to the new year. As many readers will know, we tend to assign our yearly outlooks over a 10-year plus horizon, not one. That said, we do believe we have a role to play in

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The recessionary cloud is about to lift

The recessionary cloud is about to lift

🕔16:58, 20.jan 2020

Take the lead – Global Insights 2020 The dominant theme as 2019 began – following three months of steep falls on world markets – was recession. But this threat was not obvious to us. Markets were pricing a downturn that

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2020 outlook: on a wing and a prayer

2020 outlook: on a wing and a prayer

🕔16:54, 20.jan 2020

The Big Picture 2019 has been a good year with strong returns on a broad range of assets. The global economy has decelerated but we hope policy easing will stabilise things during 2020 (the wing and a prayer). Our favoured

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Vanguard’s global outlook for 2020

Vanguard’s global outlook for 2020

🕔16:43, 20.jan 2020

Global economy: Trade tensions and broader uncertainty drag on demand and supply The continued slowdown in global growth foreseen a year ago has been accentuated during 2019 by a deterioration in the global industrial cycle. A broad escalation of policy

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Asset Class Outlook: Risks Rebalanced

Asset Class Outlook: Risks Rebalanced

🕔14:07, 16.jan 2020

Based on 12-Month Outlook for Each Asset Class The balance of risks has changed. Some global trade-related risks have abated and manufacturing sentiment appears to be stabilizing. But political risks are rising, including in the U.S., and valuations are high.

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Euphoria of Tory landslide tempered by uncertainty of forthcoming trade negotiations

Euphoria of Tory landslide tempered by uncertainty of forthcoming trade negotiations

🕔10:34, 16.jan 2020

House View What a week! Over the course of three days, investors were treated to a triple whammy of encouraging news. First, it was smooth sailing at Christine Lagarde’s first press release as head of the European Central Bank. As

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Barometer: Aangemoedigd door de opkomende landen

Barometer: Aangemoedigd door de opkomende landen

🕔08:39, 16.jan 2020

Asset allocatie: vertraging bestrijden Beleidsmakers hebben tot nu toe een forse wereldwijde economische vertraging succesvol weten te voorkomen. De Amerikaanse Federal Reserve en de Europese Centrale Bank hebben de monetaire kraan geopend, terwijl sommige regeringen in opkomende landen fiscale stimuleringsmaatregelen hebben genomen, een voorbeeld

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Finding equilibrium in a non-cooperative world

Finding equilibrium in a non-cooperative world

🕔06:48, 16.jan 2020

Special editio: 2020 Outlook T he central banks are set to pursue monetary accommo- dation right throughout 2020, reluctant to risk curbing the world economy, which continues to de- velop at a pedestrian pace with no ex- pectations of a

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The intelligence that guides our investment decisions

The intelligence that guides our investment decisions

🕔09:00, 15.jan 2020

House View 2020 Outlook The document is produced quarterly by our investment professionals and is overseen by the Investment Strategy team. We hold a House View Forum biannually at which the main issues and arguments are introduced, discussed and debated.

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Still Comfortable Being Uncomfortable

Still Comfortable Being Uncomfortable

🕔09:35, 14.jan 2020

The era of micro cycles and disruption is set to continue in 2020. Equity markets continue to fascinate and surprise, with the one constant being a backdrop of uncertainty, driven by a cycle that keeps defying “the rules.”  Expectations of reflation and recovery, spurred on by

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Making the case: Active allocation to Japanese equities

Making the case: Active allocation to Japanese equities

🕔17:44, 13.jan 2020

As it continues to bounce back from a prolonged period of contraction, the Japanese economy offers an attractive opportunity set to investors, says Miyuki Kashima, Head of Japanese Equities, BNY Mellon Asset Management Japan Limited. Economic growth has seen Japan go from

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Time for a fl ight to cyclical value in European equity

Time for a fl ight to cyclical value in European equity

🕔17:42, 13.jan 2020

Equity markets in 2020: Watch out for a value rotation Indicators derived from monthly surveys of senior executives at selected companies that help in identifying economic trends. Growth investment style – It aims at investing in the growth potential of a

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2019: Liquidity driven rally | 2020: reality bites?

2019: Liquidity driven rally | 2020: reality bites?

🕔16:55, 13.jan 2020

2019 review: Liquidity driven rally – We look back at a year full of challenges for investors as trade wars flared up again, the UK was beleaguered by Brexit, while unrest and protests elsewhere in the world kept investors on

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Global Asset Allocation: The View From Emea

Global Asset Allocation: The View From Emea

🕔15:41, 10.jan 2020

Let’s Get Cyclical! Cyclical stocks have had an impressive comeback since September, outperforming defensive stocks as investors have become increasingly more confident in the global economy. Trade war abatement, improvement in economic data, and higher bond yields have allowed sectors

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European Equities according to Mark Denham

European Equities according to Mark Denham

🕔07:15, 10.jan 2020

Since Mark Denham took over the Carmignac Portfolio Grande Europe fund (SICAV) in 2016, he has demonstrated a rigorous approach to stock selection while also maintaining an unwavering belief in the importance of socially responsible investment. These qualities have led

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Quant signals for EU equity sectors and styles

Quant signals for EU equity sectors and styles

🕔09:56, 7.jan 2020

Focal Point We introduce our proprietary equity valuation tool which provides indications of over- or undervaluation for different sectors and styles of European equities. The regression-based models use macro and financial variables to provide fair value estimates of the ratio between

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Records, surprises and opportunities

Records, surprises and opportunities

🕔15:00, 6.jan 2020

Global Investment Views As we approach the year-end, a look back over the past 12 months reminds us how unconventional this year of records has been. On the upside, equities rallied to historical highs in December and fixed income returns were also strong

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Index Dashboard: S&P Europe 350 Factor Indices

Index Dashboard: S&P Europe 350 Factor Indices

🕔07:09, 6.jan 2020

Commentary Despite slowing growth and Britain’s ongoing struggles to map an exit from the E.U., central bank stimulus and falling yields helped European equities to mark their best year since 2009. The benchmark S&P Europe 350 rose 6% in the

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Index Dashboard: Europe

Index Dashboard: Europe

🕔14:47, 3.jan 2020

Despite slowing growth in the Eurozone, prolonged uncertainty over Britain's exit from the E.U., and global trade conflicts, European equities can look back on their best year since 2009; the benchmark S&P Europe 350 rose 2% this month to complete 2019 with a

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From TINA to FOMO

From TINA to FOMO

🕔06:46, 1.jan 2020

What happens after a mid-cycle slow down? Once again, the most likely answer in the current extended cycle appears to be "yet another moderate upswing." In 2020, we expect about 5% in total returns for global equities. And lest that

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A different view of Asia

A different view of Asia

🕔06:38, 24.dec 2019

Asian markets have become polarised over recent months with large-cap stocks driving market gains. As a small-cap investor, Fidelity Asian Values PLC’s Nitin Bajaj reviews a challenging period and outlines some of the unloved areas that he is backing to

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The impact of esg investing in emerging market equities

The impact of esg investing in emerging market equities

🕔18:24, 16.dec 2019

Why ESG matters in Emerging Markets Investing according to Environmental, Social and Governance (ESG) criteria is increasingly embraced by investors in developed markets. Integrating ESG factors in Emerging Markets can present more of a challenge. Yet the attraction of innovative, higher-growth markets remains, and EM

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Equity prices may be getting too far ahead of fundamentals

Equity prices may be getting too far ahead of fundamentals

🕔18:07, 16.dec 2019

Investors have been focusing on a range of positives recently, including decent economic data, stronger-than-expected corporate earnings results and a sense that the global economy is stabilizing. Nevertheless, stock prices faltered last week on news that the U.S./China phase-one trade

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Why investors should be optimistic about Japan

Why investors should be optimistic about Japan

🕔16:40, 16.dec 2019

There are several reasons to be optimistic about Japanese equities in 2020. First, consider valuations. Whether on price-to-book or price-to-earnings, Japanese stocks are among the cheapest in all developed equity markets. Take the price-to-book ratio of the MSCI Japan. Currently

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Take the lead – Global Insights 2020

Take the lead – Global Insights 2020

🕔14:34, 16.dec 2019

Looking forward to lower returns Equities are currently enjoying their longest ever bull run. Since the March 2009 stock market lows of the financial crisis – with the exception of the final quarter of 2018 – equity markets have climbed

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Zoek

Twitter

"We more than ever need a targeted investment agenda that stimulates ‘real’ economic growth," @hanswstegeman argues, "instead of the current financial agenda, which above all sustains elevated asset prices."

Discover our Q1 2020 Economic Outlook on our website now.

Global 5G deployment could trigger the emergence of a whole range of new services, say UBP’s experts. Read this piece to find out why and how.

#Invesco: "The global economy is rapidly decelerating, and we expect all major regions and countries around the world to grow below trend over the next few quarters, and at least through the first half of 2020." Read more on #OpinioPro: http://bit.ly/38upfCp

#Invesco: "The global economy is rapidly decelerating, and we expect all major regions and countries around the world to grow below trend over the next few quarters, and at least through the first half of 2020." Read more on #OpinioPro: http://bit.ly/38upfCp

Over 2 weken worden de Asset Allocation Awards uitgereikt aan de beste asset allocators. Alweer voor de vijfde keer!
Hierbij een terugblik vanaf 2016:
https://www.assetallocationawards.nl/terugblik/

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